Paperless Forms + Radius CRM
Update leads/clients in Radius CRM when new entries are added to Paperless Forms
Seamlessly transfer data from your Paperless Forms to Radius CRM with this workflow. When a new entry is submitted in Paperless Forms, it will trigger an update for the existing lead or client in Radius CRM. This automation streamlines your process, ensuring your CRM stays up to date without the need for manual intervention.
Seamlessly transfer data from your Paperless Forms to Radius CRM with this workflow. When a new entry is submitted in Paperless Forms, it will trigger an update for the existing lead or client in Radius CRM. This automation streamlines your process, ensuring your CRM stays up to date without the need for manual intervention.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Update Lead/Client
Update an existing lead or client record in Radius.
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Form Name
Try ItUpdate Lead/Client
Update an existing lead or client record in Radius.
Create Lead/Client
Create a Lead or Client in Radius
